Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $356 Million
  • Q1 2025

Clarity Wealth Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $356 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.3M, Spdr S&P 500 ETF Trust with a value of $27.5M, Vanguard Total Stock Market Et with a value of $26.1M, Invesco Qqq Trust, Series 1 with a value of $25.1M, and Vanguard Dividend Appreciation with a value of $17.4M.

Examining the 13F form we can see an decrease of $6.51M in the current position value, from $363M to 356M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
ETFs: $217 Million
Technology: $48.8 Million
Financial Services: $33.8 Million
Communication Services: $22.9 Million
Healthcare: $11.5 Million
Consumer Defensive: $11.2 Million
Consumer Cyclical: $8.38 Million
Industrials: $847,000
Other: $1.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$30.3 Million 8.5% of portfolio
136,310
Q1 2025 Added 2.04%
$0
$27.5 Million 7.72% of portfolio
49,209
Q1 2025 Added 4.25%
$0
$26.1 Million 7.33% of portfolio
95,026
Q1 2025 Added 2.23%
$0
$25.1 Million 7.03% of portfolio
53,457
Q1 2025 Added 1.72%
$0
$17.4 Million 4.89% of portfolio
95,731
Q1 2025 Added 2.89%
$0
$14.6 Million 4.09% of portfolio
249,670
Q1 2025 Added 1.88%
$0
$14.5 Million 4.06% of portfolio
34,473
Q1 2025 Added 9.84%
$0
$12.3 Million 3.45% of portfolio
198,016
Q1 2025 Added 2.35%
$440B
$10.7 Million 3.01% of portfolio
11,344
Q1 2025 Reduced 0.86%
$0
$10.5 Million 2.94% of portfolio
47,213
Q1 2025 Added 1.25%
$694B
$10.2 Million 2.86% of portfolio
19,107
Q1 2025 Added 4.18%
$718B
$8.22 Million 2.31% of portfolio
33,498
Q1 2025 Added 0.86%
$957B
$8.12 Million 2.28% of portfolio
52,539
Q1 2025 Added 0.33%
$1.25T
$8.1 Million 2.27% of portfolio
14,053
Q1 2025 Added 4.52%
$565B
$7.87 Million 2.21% of portfolio
22,446
Q1 2025 Added 1.55%
$0
$7.87 Million 2.21% of portfolio
277,939
Q1 2025 Added 5.16%
$0
$7.03 Million 1.97% of portfolio
91,819
Q1 2025 Added 5.69%
$0
$6.78 Million 1.9% of portfolio
92,063
Q1 2025 Added 5.7%
$345B
$6.7 Million 1.88% of portfolio
31,957
Q1 2025 Added 1.37%
$0
$6.62 Million 1.86% of portfolio
145,096
Q1 2025 Added 6.12%
$0
$6.27 Million 1.76% of portfolio
143,582
Q1 2025 Added 3.48%
$132B
$5.74 Million 1.61% of portfolio
80,817
Q1 2025 Added 1.47%
$271B
$5.63 Million 1.58% of portfolio
51,927
Q1 2025 Reduced 11.38%
$979B
$5.02 Million 1.41% of portfolio
32,108
Q1 2025 Reduced 3.58%
$409B
$4.29 Million 1.2% of portfolio
25,892
Q1 2025 Added 3.41%
$2.95T
$3.78 Million 1.06% of portfolio
10,080
Q1 2025 Added 0.58%
$891B
$3.79 Million 1.06% of portfolio
14,618
Q1 2025 Added 17.24%
$0
$3.55 Million 1.0% of portfolio
38,910
Q1 2025 Reduced 10.49%
$0
$3.5 Million 0.98% of portfolio
10,737
Q1 2025 Reduced 15.57%
$1.88T
$3.44 Million 0.96% of portfolio
18,069
Q1 2025 Added 7.99%
$0
$3.25 Million 0.91% of portfolio
56,870
Q1 2025 Added 2.12%
$0
$2.05 Million 0.58% of portfolio
22,599
Q1 2025 Reduced 3.38%
$0
$1.8 Million 0.51% of portfolio
3,204
Q1 2025 Added 0.98%
$0
$1.82 Million 0.51% of portfolio
35,185
Q1 2025 Added 3.38%
$0
$1.43 Million 0.4% of portfolio
28,686
Q1 2025 Reduced 10.26%
$0
$1.44 Million 0.4% of portfolio
2,797
Q1 2025 Added 12.56%
$0
$1.4 Million 0.39% of portfolio
27,627
Q1 2025 Added 0.03%
$0
$1.34 Million 0.38% of portfolio
10,489
Q1 2025 Reduced 16.22%
$237B
$932,000 0.26% of portfolio
15,104
Q1 2025 Added 6.1%
$504B
$870,000 0.24% of portfolio
933
Q4 2024 Added 5.66%
$523B
$807,000 0.23% of portfolio
1,474
Q1 2025 Reduced 4.29%
$39.9B
$787,000 0.22% of portfolio
9,574
Q1 2025 Added 0.72%
$0
$768,000 0.22% of portfolio
13,420
Q1 2025 Added 40.97%
$50.2B
$778,000 0.22% of portfolio
422
Q4 2024 Added 44.03%
$0
$697,000 0.2% of portfolio
1,881
Q1 2025 Added 40.37%
$78B
$674,000 0.19% of portfolio
4,027
Q1 2025 Reduced 0.25%
$266B
$686,000 0.19% of portfolio
4,101
Q1 2025 Added 1.41%
$379B
$647,000 0.18% of portfolio
4,633
Q1 2025 Reduced 0.56%
$166B
$570,000 0.16% of portfolio
5,780
Q1 2025 Reduced 3.63%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $356 Million
  • Prior Value $363 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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